Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$316K Sell
2025
Q1
$676K Buy
2024
Q4
$748K Sell
2024
Q3
$1.22M Sell
2024
Q2
$1.04M Buy
2024
Q1
$825K Sell
2023
Q4
$964K Sell
2023
Q3
$797K Buy